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Topics#Other Salesforce ApplicationsKris Weixel's Question
Kris Weixel asked in #Other Salesforce Applications
Feb 5, 2015, 11:49 PM

Displaying the text value of a lookup field instead of the record id

Hi,

I am trying to get the text value of a lookup field instead of the record id.  I have a patient record that has an insurance provider field, which is a look-up field for any records that have an insurance provider record type.  I'm trying to pull this field over to a second object which is for patient events (sessions).  On my patient event object, i use this formula:   

PPT2__Patient__r.PPT2__Insurance_Provider__c

This formula displays the record id for the insurance provider, not the actual name of the insurance provider.    I know my answer has to deal with the formatting of this, but i can't figure it out.  Any help is greatly appreciated!!!!

Thanks much!
5 answers
  1. Developer Aviva
    Feb 5, 2015, 11:58 PM
    Hello,

    Try this instead:

     

    PPT2__Patient__r.PPT2__Insurance_Provider__r.Name

    Regards.

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